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ORIX Corporation (IX)

Equity · Currency in USD
Sector
Financial Services
Industry
Credit Services
ISIN
US6863301015
CUSIP
686330101

IXPrice Chart


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IXPerformance

The chart shows the growth of $10,000 invested in ORIX Corporation on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $43,535 for a total return of roughly 335.35%. All prices are adjusted for splits and dividends.


IX (ORIX Corporation)
Benchmark (S&P 500)

IXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD10.91%-2.17%
1M13.42%0.62%
6M30.23%6.95%
1Y30.30%22.39%
5Y10.46%15.44%
10Y13.27%13.72%

IXMonthly Returns Heatmap


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IXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current ORIX Corporation Sharpe ratio is 1.48. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IX (ORIX Corporation)
Benchmark (S&P 500)

IXDividends

ORIX Corporation granted a 1.74% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $1.96 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.96$1.96$3.59$3.73$3.10$2.53$2.09$2.33$1.12$0.65$0.57$0.49$0.40

Dividend yield

1.74%1.93%4.75%4.71%4.80%3.42%3.19%4.05%2.27%0.93%1.32%1.58%1.10%

IXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IX (ORIX Corporation)
Benchmark (S&P 500)

IXWorst Drawdowns

The table below shows the maximum drawdowns of the ORIX Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ORIX Corporation is 42.48%, recorded on Mar 20, 2020. It took 250 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.48%Jan 29, 2018540Mar 20, 2020250Mar 18, 2021790
-36.86%Nov 25, 2013300Feb 3, 2015631Aug 3, 2017931
-34.27%Mar 10, 2011139Sep 26, 2011311Dec 20, 2012450
-24.98%May 4, 201055Jul 21, 201079Nov 10, 2010134
-23.69%May 20, 201326Jun 25, 201360Sep 19, 201386
-11.78%Jan 3, 201317Jan 28, 201324Mar 4, 201341
-10.63%Mar 29, 202118Apr 22, 202127Jun 1, 202145
-9.76%Nov 12, 201010Nov 26, 201014Dec 16, 201024
-9.74%Jun 9, 202121Jul 8, 202120Aug 5, 202141
-8.77%Oct 31, 20138Nov 11, 20135Nov 18, 201313

IXVolatility Chart

Current ORIX Corporation volatility is 9.83%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IX (ORIX Corporation)
Benchmark (S&P 500)

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